Start with all of the features of the Dibcase platform and then tailor it for insurance agencies and agents

Core CRM Features

  • U.S. Based secure AWS servers with 256-bit encryption
  • 2-Factor Authentication for added security
  • Document Generation is conducted with our advanced internal document editor which can also import PDF merge forms. We provide a document manager for easily sorting our deep forms library.
  • Calendar that syncs with Google Calendar with SMS, email, and popup alerts for clients and staff
  • Advanced Task Management with templates
  • Clause Library create your collections of clauses for easy document assembly
  • Incomg and Expens ledgers across modules
  • Invoice Generation
  • Two-way SMS (text) messaging
  • Client Portal with two-way messaging, file sharing, and more
  • Contact Manager Rolodex with tags
  • Internal Storage and integrations with DropBox and Google Drive
  • Team Features including productivity tracking, roles, and exportable activities reports
  • Automation Tools New custom process pipelines (with kanban style interface) unlimited boards with aging feature
  • Lead Management with our leads pipeline and user editable stages
  • User Editable Reports across all client and module types
  • Unlimited Digital Intake and Quote Forms at no extra cost
  • Send automated SMS & email Messages with our Twilio integration
  • Insurance Edition Special Features (Coming Soon)

  • Date Based Automations for automated renewal reminders, birthdays, anniversaries, etc.
  • Pipelines/Processes for tracking deal/sales/marketing stages
  • Configure Modules for All Insurance Types
  • Custom Income Tracking Modules to track commissions from all sources and create custom reports
  • Interactive Portal where clients can view their policies, update their contact info, send secure messages, view invoices, etc.

Contact us about white label opportunities and build your brand

© Copyright Dibcase Software, LLC 2019. All right reserved.